See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $591,636 | $109,881+438.4% | $150,045+294.3% | $84,808+597.6% |
| Participation rate | 92.8% | 76.1%+16.7pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $32,218 | $3,561+804.7% | $4,693+586.5% | $2,631+1124.6% |
| Participant deferral / active EE | $10,347 | $6,636+55.9% | $7,997+29.4% | $4,212+145.7% |
| Admin fee / account holder | $59,531 | $8,568+594.8% | $13,435+343.1% | $7,344+710.6% |